JOB REQUIREMENTS: Senior Portfolio Advisor - R141525 SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R141525 Position manages a set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions. Typically manages large and complex relationships within their local market. This role requires mastery and continuous growth in the utilization and appropriate execution of our Goals Driven client experience, emerging technology capabilities, investment methodologies, and our full suite of investment solutions delivered in coordination and in collaboration with the broader client service team. The Senior Portfolio Advisor substantially contributes to the growth of the market by generating and supporting new business activities. Effectively partners with sales and relationship management team to win new business, capture share of wallet, generate referrals, and develop relationships with key centers of influence. Duties include: 1. Manages investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market. 2. Contributes to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team. Is directly responsible for hitting a specific sales target. 3. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients. 4. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the @context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. 5. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank\'s legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. Consistently demonstrates mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management. 7. Actively engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. 8. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting. 9. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations. 10. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 11. Serves on standing investment services committees and participates in special projects as appropriate. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We\'d love to learn more about how your interests and experience could be a fit with one of the world\'s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. We hope you\'re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Equal Opportunity Employer ** OTHER EXPERIENCE AND QUALIFICATIONS: The successful candidate will benefit from having the following competencies: 10+ years of investment management experience, which may include research, in which consistent long term investment performance has met objectives. Decision making, sales, and negotiating skills are required to contribute to the market\'s revenue generation and guide sensitive or difficult situations through to agreement. Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients. Technical expertise with a broad range of investment solutions. Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA. May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. Requires specialized depth and/or breadth of expertise in own job discipline or field. Interprets internal/external business challenges and recommends best practices to improve products, processes or services. *** APPLICATION INSTRUCTIONS: Apply Online: https://ars2.equest.com/?response_id=c103a9ce7557d55118428e0e1f522c9e Other: Applicants ONLY to apply via URL link provided!

NORTHERN TRUST COMPANY

Latest Jobs

Senior Portfolio Advisor - R141525